Kelly Olczak has been Co-Founder and Managing Partner of LynnLeigh & Company since July 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Lynnleigh & Company, LLC is a Pittsford, NY firm with $162M under management, 288 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Kelly Olczak is Co-Founder and Managing Partner of LynnLeigh & Company. She co-founded the firm with Becky Gillette. Her work focuses on coordinated planning across investments, retirement, taxes, risk management and legacy considerations, and she has two decades in the industry.
Kelly Olczak’s longest registration is the current one, 5 years at LynnLeigh & Company since 2021. Before joining LynnLeigh & Company in 2021, Kelly Olczak was registered through Cornerstone Wealth Management, LLC.
- Lynnleigh & Company, LLCCurrent– present · 5 yearsPittsford, NY · Adviser representative · Firm CRD 285044
- Cornerstone Wealth Management, LLC– · 1 yearPittsford, NY · Adviser representative · Firm CRD 164666
Professional designations
Listed by LynnLeigh & Company
- CFP
Investment adviser representative registrations
Kelly Olczak is registered as an investment adviser representative in New York, since September 2021.
- New YorkSince 29 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2005 |
| Series 7 | General Securities Representative Examination | 28 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kelly Leigh Olczak
- CRD
- 5039125
- Firm
- LynnLeigh & Company · CRD 285044
- Role
- Co-Founder and Managing Partner
- Office
- 1160 PITTSFORD VICTOR ROAD, SUITE A, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynnleighco.com
Where does Kelly Olczak work?
Kelly Olczak has been Co-Founder and Managing Partner of Lynnleigh & Company, LLC since July 2018, and is a control person of the firm.
Is Kelly Olczak a financial advisor?
Yes. Kelly Olczak has a current investment-adviser registration in New York, through LynnLeigh & Company since September 2021.
How many years of experience does Kelly Olczak have?
Kelly Olczak has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Kelly Olczak passed?
Kelly Olczak has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 2005. FINRA credited Kelly Olczak with the SIE, which began in October 2018.
Where did Kelly Olczak work before LynnLeigh & Company?
Before LynnLeigh & Company, Kelly Olczak was registered through Cornerstone Wealth Management, LLC, June 2016 to June 2018.
Where is Kelly Olczak based?
Kelly Olczak’s registered office is in Pittsford, NY.
Is Kelly Olczak registered with FINRA?
No. Kelly Olczak has no current broker registration.
Is Kelly Olczak a CFP?
LynnLeigh & Company lists Kelly Olczak with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Kelly Olczak’s record?
Search CRD 5039125 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Olczak’s full registration record.